BIMGlobal

ProjectWise & Workspace Setup for OpenBuildings & MicroStation

We turn your project's standards into one ProjectWise workspace that loads the same on every computer, with access set by role so only the right people can change project-wide settings.

  • Set up inside your ProjectWise
  • Built to your CAD standard and BEP
  • Folders, attributes and worksets for your project
  • Same seed files, levels and print setup for every user
  • Access set by role, standards locked
  • Tested with your users, written record at handover
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BIM Manager Changes project settings 3D Modeler Uses project settings Team Lead Uses project settings CAD Technician Uses project settings ProjectWise One workspace Standards · Worksets · Access
The same wall, the same color, on every computer Project settings locked Only the BIM Manager can change them

Workspace configuration

Your Standards, Layered into One ProjectWise Workspace

Every setting set once, at the layer it belongs to.

After Bentley's own defaults, each layer loads in order and builds on the ones above it. Locked settings can't be changed further down.

  1. Your firm

    Organization level

    Levels, colors, text and dimension styles, line styles and the title blocks your firm uses on every project.

    Key settings locked
  2. Your client or authority

    Workspace level

    The CAD standard, borders and settings a client or authority sets for all of its projects.

    Key settings locked
  3. This project

    Workset level

    Seed files, grids and floors, project cell libraries, folders and print setup for one project.

    Key settings locked
  4. Each role

    Role level

    What each job function loads, such as the discipline libraries each modeling team works with.

    Set by role
  5. Each user

    User level

    Personal preferences such as toolbars and view settings, kept apart from the standards.

    Personal

Set at the right layer

A standard your firm uses on every project is set for the firm. One that applies to a single project lives in that project's workset.

Locked where it must hold

Standards your users must not change are locked, so no project, role or personal setting can override them.

The same on every computer

Each file opens with the same standards loaded from ProjectWise, so levels, styles and prints match from one user to the next.

Access by role

ProjectWise Access Set by Role

Each person gets the access their work needs.

RoleGrids & floorsStandards & librariesModel filesDrawing sheets
BIM / CAD ManagerChangeChangeEditEdit
Team LeadUseUseEditEdit
3D ModelerUseUseEditEdit
CAD TechnicianUseUseViewEdit
ReviewerViewViewViewView
  • ChangeChanges the setting for everyone
  • UseWorks with it, can't change it
  • EditChecks out and edits
  • ViewOpens read-only

An example access plan. Yours is set with your BIM or CAD manager to match your team's roles.

Our setup method

How We Set Up Your ProjectWise and Workspace

12+ years of Bentley expertise, built into every setup.

Six steps, with your BIM or CAD manager and your production team brought in at the points that need them.

Step 01Review

We review your CAD standard, BIM Execution Plan, client requirements and any setup already in place.
Shares the standards, the user list and each person's role, and arranges our ProjectWise access.

Step 02Plan

We plan the folders, document attributes, worksets, standards layers and access for each role.
Reviews the plan and signs it off.

Step 03Build

We build the workspace and worksets inside your ProjectWise, load your standards and set access.
Works through your standard with us as we build.

Step 04Test

We fix anything the pilot users find.
Chooses a few users for the pilot.
Model, reference and print real work in the new setup.

Step 05Roll Out

We roll the setup out to the whole team, starting with new files on a live project.
Coordinates the go-live with your team.
Open every file with the same standards.

Step 06Hand Over

We hand over a written setup record and walk your manager through it.
Takes ownership and makes future changes.
Get a short walkthrough of what changed.
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Scoping Your ProjectWise Setup

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Why Choose BIM Global for ProjectWise & Workspace Setup

Set up by working modelers

We model in OpenBuildings Designer and MicroStation every day, so the setup is built around how modelers and CAD technicians work.

Configuration-level know-how

We know how one project-wide setting reaches every user's files, and which settings to lock before anyone starts work.

Experience on major rail programs

Led by an industry expert who has kept CAD standards consistent across packages on major rail and transit programs.

Easy for your team to own

Every setup is documented and walked through with your BIM or CAD manager, so your team can maintain and extend it.

Who it's for

Who Uses Our ProjectWise Setup Services

Design

Architecture & Engineering Firms

You've won a project that runs on ProjectWise, and your workspace and worksets need to be ready before modeling starts.

Construction

Main Contractors & Design-Build Teams

Several firms and disciplines have to work to one standard in your project's ProjectWise, each with the right access.

Consulting

Specialist Subconsultants

You're joining a project that runs on your client's or main contractor's ProjectWise, and your own workspace and libraries need to match theirs.

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ProjectWise & Workspace Setup FAQ

Do you need access to our ProjectWise?

Yes. We set everything up inside your own ProjectWise, so the setup is tested where your team works. Access is arranged with you at kickoff, with a named account and under your NDA. If the project runs on a client's or authority's ProjectWise, we request access at the start, because accounts there can take a few weeks.

Our IT team and Bentley reseller already support ProjectWise. What do you add?

Your IT team and reseller look after servers, databases and licenses. We configure how your team works inside ProjectWise: folders and document attributes, worksets, the workspace that loads your standards, and access by role. We model in OpenBuildings Designer and MicroStation ourselves, so we set it up around how modelers and CAD technicians work.

We already have a workspace. Can you work with it?

Yes. We start by reviewing what's in place: settings that conflict, standards that differ from one user to the next, and who can change project-wide settings. Then we lock the standards users shouldn't change and tidy the rest.

Our project runs on an authority's ProjectWise and workspace. Can you still help?

Yes. We set your team up to work to the authority's workspace and standards, and organize your own folders, worksets and roles within what the authority allows, so your files meet its requirements from the first submission.

Can you change the setup on a live project?

Yes. Changes are tested with a few of your users first, then rolled out at a point you agree, such as a milestone or new files first. The previous settings are kept, so they can be restored if anything needs to go back.

Does one setup cover OpenBuildings Designer and MicroStation?

Yes. One setup serves your OpenBuildings modelers and your MicroStation CAD technicians, so models, references and drawing sheets all load the same levels, styles, cells and print settings.

What do we receive at handover?

The finished setup in your ProjectWise, a written record of it (folder structure, access by role and where each standard lives), and a walkthrough for your BIM or CAD manager, who then owns it and makes future changes.

How is ProjectWise setup priced?

Every setup is scoped first, then quoted. Cost depends on how many users and roles are involved, how many disciplines share the setup, which standards already exist and whether we start fresh or work from a setup already in place.

Bentley consulting

Related BIM Services

What your workspace delivers, and the support behind it.

Train Your Team on ProjectWise

Live 1-on-1 and group ProjectWise Fundamentals training: navigation, check in and check out, references, version control and best practices.

See the Course →

Request a Quote for ProjectWise Setup

Tell us about your team.

Share the standards you work to, whose ProjectWise the project runs on, how many users and roles are involved and what's already set up. We'll ask a few questions, then send a quote.

Or email contact@bimglobalconsulting.com